Client Profile

Notification 6

  • Notification Title This is some text of notification
    Fri, 23
  • Notification Title This is some text of notification
    Fri, 23

Client Details - Steven Glover

Communication

Yesterday

  • Confirmed! Now you can start messaging Ultimate Tax & Accounting. 2:00 PM || Mike Steele
  • Called they said I don't have that kind of insurance. Besides last year I have been getting my taxes done from your business. For awhile now 2:02 PM || David Stewart
  • Yes, but we need to know how much you used and was it for medical purposes. You put in $360 into your HSA account last year. It is on your W-2. 2:01 PM || Jenilee Lear

Today

  • Okay finally got a hold of payroll I didn't even knew I had this HSA I will have to set up a bank for it. Payroll said that it shouldn't of been on my W-2 she is going to reissue one tomorrow 10:02 AM || David Stewart

Invoice

Subject: Client Invoice

Date: December 13, 01:08 am

Sender: Mike Steele

Invoice #: 2143

Price: $1,567.00

Invoice Type: Tax Preparation

Invoice

Subject: Client Invoice

Date: December 13, 01:08 am

Sender: Mike Steele

Invoice #: 2143

Price: $1,567.00

Invoice Type: Tax Preparation